Modern Retirement and Estate Planning Strategies – Live Seminar

Join us for a special collaboration of three Hudson Valley estate financial planning specialists. An accountant, attorney and financial advisor share retirement and estate planning strategies based on their client’s common questions and challenges.

Who should attend: retirees and late-state career professionals who want to establish a framework for their retirement and estate planning.

Presenters:
PKF O’Connor Davies – Bonnie Orr, CPA, Partner
J&G Law, LLP – Michael Wagner, Partner
Curran Financial – Senta Curran, CFP, MBA, ChFc, CLU, CLTC

Hosted by Garnet Health Foundation – William Dauster, CFRE, President

Location:
Garnet Health Medical Center
Medical Conference Center, Outpatient Bldg., – 2nd Floor
707 E Main Street
Middletown, NY

Registration required www.jglaw.law/events